Concord Wealth Partners Consumer Staples Sector Spdr Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Concord Wealth Partners holds 108 shares of XLP stock, worth $8,212. This represents 0.0% of its overall portfolio holdings.

Number of Shares
108
Previous 120 10.0%
Holding current value
$8,212
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$76.04 - $76.04 $912 - $912
-12 Reduced 10.0%
108 $8,000
Q4 2023

Apr 30, 2024
SELL
$66.22 - $72.3 $9,403 - $10,266
-142 Reduced 54.2%
120 $8,000
Q4 2023

Feb 05, 2024
SELL
$66.22 - $72.3 $9,403 - $10,266
-142 Reduced 54.2%
120 $8,000
Q3 2023

Apr 30, 2024
BUY
$68.8 - $76.1 $9,769 - $10,806
142 Added 118.33%
262 $18,000
Q1 2023

Apr 26, 2023
SELL
$71.11 - $75.78 $9,173 - $9,775
-129 Reduced 32.99%
262 $19,000
Q4 2022

Jan 27, 2023
BUY
$71.53 - $77.19 $27,968 - $30,181
391 New
391 $29,000
Q3 2021

Nov 09, 2021
SELL
N/A
-55 Reduced 17.35%
262 $18,000
Q1 2021

May 13, 2021
BUY
N/A
98 Added 44.75%
317 $22,000
Q4 2020

Feb 16, 2021
BUY
N/A
219 New
219 $15,000

Others Institutions Holding XLP

# of Institutions
1,315
Shares Held
172M
Call Options Held
13.4M
Put Options Held
18.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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